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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,387 | $95,979-82.9% | $74,551-78.0% | $135,380-87.9% |
| Participation rate | 66.7% | 75.7%-9.0pp | 69.1%-2.5pp | 82.6%-16.0pp |
| Annual return | -3.73% | 56.97%-60.7pp | 32.53%-36.3pp | 519.81%-523.5pp |
| Employer contribution / active EE | $1,094 | $2,716-59.7% | $1,961-44.2% | $4,779-77.1% |
| Participant deferral / active EE | $2,303 | $3,844-40.1% | $3,108-25.9% | $5,609-58.9% |
| Admin fee / account holder | $38,058 | $6,522+483.5% | $5,059+652.3% | $10,828+251.5% |